Filed: 11/14/2025ACC: 0001213900-25-110466
📋 What this filing means
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. filed this quarterly 13F‑HR report disclosing 16 equity positions with a total reported market value of $745.26M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$745.26M
Total AUM (reported)
34.25M
Total Shares
Allocation by class
ORD SHS CL A$228.32M30.6%
CL A$209.11M28.1%
COM CL A$169.02M22.7%
COM$102.55M13.8%
SPONSORED ADS$16.43M2.2%
CAP STK CL A$14.56M2.0%
UNIT SER 1$1.56M0.2%
Portfolio Concentration
Top 3$591.98M79.4%
4–10$126.77M17.0%
11–25$26.51M3.6%
Top 3 weight
79.4%
Top 10 weight
96.4%
Voting Authority Distribution
Total shares with voting rights: 34.25M
Sole
Full voting authority
34.25M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole16
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings16
Rows:
NU HLDGS LTD
SOLEShares14.26M
TypeSH
Market value$228.32M
30.64%
Sole
14.26M
Shared
0.00
None
0.00
XP INC
SOLEShares10.36M
TypeSH
Market value$194.64M
26.12%
Sole
10.36M
Shared
0.00
None
0.00
STONECO LTD
SOLEShares8.94M
TypeSH
Market value$169.02M
22.68%
Sole
8.94M
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares14.66K
TypeSH
Market value$34.27M
4.60%
Sole
14.66K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares58.84K
TypeSH
Market value$16.43M
2.20%
Sole
58.84K
Shared
0.00
None
0.00
APPLE INC
SOLEShares63.29K
TypeSH
Market value$16.12M
2.16%
Sole
63.29K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares84.56K
TypeSH
Market value$15.78M
2.12%
Sole
84.56K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares29.23K
TypeSH
Market value$15.14M
2.03%
Sole
29.23K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares59.90K
TypeSH
Market value$14.56M
1.95%
Sole
59.90K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares19.71K
TypeSH
Market value$14.47M
1.94%
Sole
19.71K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares65.30K
TypeSH
Market value$14.34M
1.92%
Sole
65.30K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares5.76K
TypeSH
Market value$6.90M
0.93%
Sole
5.76K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares2.59K
TypeSH
Market value$1.56M
0.21%
Sole
2.59K
Shared
0.00
None
0.00
KRANESHARES TR
SOLEShares33.57K
TypeSH
Market value$1.41M
0.19%
Sole
33.57K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares29.78K
TypeSH
Market value$1.33M
0.18%
Sole
29.78K
Shared
0.00
None
0.00
VTEX
SOLEShares223.03K
TypeSH
Market value$976.9K
0.13%
Sole
223.03K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NU HLDGS LTDSOLE | ORD SHS CL A | 14.26M | SH | $228.32M 30.64% | 14.26M | 0.00 | 0.00 |
XP INCSOLE | CL A | 10.36M | SH | $194.64M 26.12% | 10.36M | 0.00 | 0.00 |
STONECO LTDSOLE | COM CL A | 8.94M | SH | $169.02M 22.68% | 8.94M | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 14.66K | SH | $34.27M 4.60% | 14.66K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 58.84K | SH | $16.43M 2.20% | 58.84K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 63.29K | SH | $16.12M 2.16% | 63.29K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 84.56K | SH | $15.78M 2.12% | 84.56K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 29.23K | SH | $15.14M 2.03% | 29.23K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 59.90K | SH | $14.56M 1.95% | 59.90K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 19.71K | SH | $14.47M 1.94% | 19.71K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 65.30K | SH | $14.34M 1.92% | 65.30K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 5.76K | SH | $6.90M 0.93% | 5.76K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 2.59K | SH | $1.56M 0.21% | 2.59K | 0.00 | 0.00 |
KRANESHARES TRSOLE | CSI CHI INTERNET | 33.57K | SH | $1.41M 0.19% | 33.57K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | CHINADIV EX FI | 29.78K | SH | $1.33M 0.18% | 29.78K | 0.00 | 0.00 |
VTEXSOLE | SHS CL A | 223.03K | SH | $976.9K 0.13% | 223.03K | 0.00 | 0.00 |